Wealth Management Associate — Retirement Benefits

Equitable Advisors; Fort Collins (CO); On-site; USD 22,000 - 26,000; Full time

Job summary

Equitable Advisors in Fort Collins CO invites you to join the Retirement Benefits Group as a Wealth Management Associate. You will engage clients in schools and municipalities, educate them on tailored retirement solutions, and support implementation with confidentiality and data management.

The program includes FINRA sponsorship, a 120-day Preliminary Employment Period, access to Virtual University, mentorship, and opportunities to pursue CFP or ChFC designations.

Qualifications

• Bachelor's degree or equivalent skills and work experience.
• State Life & Health licensing, SIE, Series 7, Series 66 are required or sponsorable.
• Values-driven with a track record of success and accomplishment.
• Excellent interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial spirit with a desire to positively impact others' lives.
• Ability to collaborate with top performers.
• Work authorization to work in the United States.

Responsibilities

• Cultivate and expand your network within established markets.
• Educate clients on our financial products and services tailored to their needs.
• Analyze and organize client data, maintain confidentiality, prepare and implement products/services.
• Flexible schedule to maximize productivity and personal time.
• Location involves working outside the office in local schools and municipalities.

Skills

Client engagement

Strong communication

Interpersonal skills

Networking

Self-confidence

Entrepreneurial mindset

Team collaboration

Work authorization in US

Education

Bachelor's degree or equivalent skills and work experience

Job description

Equitable Advisors in Fort Collins CO invites you to join the Retirement Benefits Group as a Wealth Management Associate. You will engage clients in schools and municipalities, educate them on tailored retirement solutions, and support implementation with confidentiality and data management.

The program includes FINRA sponsorship, a 120-day Preliminary Employment Period, access to Virtual University, mentorship, and opportunities to pursue CFP or ChFC designations.